VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,239 | -9.6% | 5,787 | -3.0% | 0.31% | -4.4% |
| Q2 2023 | $1,371 | +8.8% | 5,969 | +2.5% | 0.32% | +1.6% |
| Q1 2023 | $1,260 | +4.2% | 5,821 | -3.4% | 0.32% | -1.6% |
| Q4 2022 | $1,209 | -99.9% | 6,029 | -0.5% | 0.32% | -33.8% |
| Q3 2022 | $1,182,000 | +4.0% | 6,060 | +5.1% | 0.48% | +10.5% |
| Q2 2022 | $1,136,000 | -21.1% | 5,767 | -0.6% | 0.44% | -8.0% |
| Q1 2022 | $1,440,000 | -8.3% | 5,803 | +4.1% | 0.48% | -0.2% |
| Q4 2021 | $1,571,000 | +4.8% | 5,575 | +4.2% | 0.48% | -3.8% |
| Q3 2021 | $1,499,000 | -2.2% | 5,349 | +1.1% | 0.50% | -0.4% |
| Q2 2021 | $1,533,000 | +8.6% | 5,289 | +2.9% | 0.50% | -17.2% |
| Q1 2021 | $1,411,000 | +5.4% | 5,139 | +2.7% | 0.60% | -2.3% |
| Q4 2020 | $1,339,000 | +29.0% | 5,003 | +3.6% | 0.62% | +15.1% |
| Q3 2020 | $1,038,000 | +134.8% | 4,830 | +118.0% | 0.54% | +117.9% |
| Q2 2020 | $442,000 | +32.7% | 2,216 | 0.0% | 0.25% | +10.3% |
| Q1 2020 | $333,000 | -7.5% | 2,216 | +22.4% | 0.22% | +19.9% |
| Q4 2019 | $360,000 | +9.1% | 1,811 | 0.0% | 0.19% | 0.0% |
| Q3 2019 | $330,000 | -2.1% | 1,811 | 0.0% | 0.19% | -4.6% |
| Q2 2019 | $337,000 | +4.3% | 1,811 | +0.9% | 0.20% | +0.5% |
| Q1 2019 | $323,000 | +22.8% | 1,795 | +2.9% | 0.19% | +5.4% |
| Q4 2018 | $263,000 | -18.6% | 1,745 | +1.2% | 0.18% | -5.2% |
| Q3 2018 | $323,000 | +6.6% | 1,725 | 0.0% | 0.19% | 0.0% |
| Q2 2018 | $303,000 | +7.1% | 1,725 | 0.0% | 0.19% | +3.7% |
| Q1 2018 | $283,000 | +8.4% | 1,725 | +6.2% | 0.19% | +13.3% |
| Q4 2017 | $261,000 | +12.5% | 1,625 | +6.9% | 0.16% | +1.2% |
| Q3 2017 | $232,000 | – | 1,520 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 85,208 | $22,807,000 | 22.41% |
| Radnor Financial Advisors, LLC | 141,213 | $37,797,000 | 17.56% |
| BALASA DINVERNO & FOLTZ LLC | 503,793 | $134,845,000 | 11.19% |
| Summit Financial Strategies, Inc. | 114,096 | $30,539,000 | 10.49% |
| BHK Investment Advisors, LLC | 73,207 | $19,595,000 | 9.14% |
| CHOREO, LLC | 409,770 | $109,679,000 | 7.77% |
| Mosaic Family Wealth, LLC | 76,405 | $20,450,000 | 6.83% |
| AFFINITY WEALTH MANAGEMENT LLC | 112,643 | $32,175,000 | 6.79% |
| Bishop & Co Investment Management, LLC | 45,510 | $12,181,000 | 6.73% |
| RFG HOLDINGS, INC. | 38,149 | $10,211,000 | 6.67% |